Latest Institutional Transactions on Ishares 0 5 Year High Yield CO (SHYG)
This table provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
44.2KNew |
$1.78M - $1.88M
|
44.2K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
932+ 8.05% |
$37.5K - $39.6K
|
12.5K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.13KNew |
$286K - $303K
|
7.13K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$7.96K - $8.41K
|
198
$8.51K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-104- 13.92% |
$4.18K - $4.42K
|
643
$27.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 2.73% |
$281 - $297
|
249
$10.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.7KNew |
$512K - $541K
|
12.7K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.85K+ 0.99% |
$155K - $163K
|
392K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
405+ 6.93% |
$16.3K - $17.2K
|
6.25K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$2.13K - $2.25K
|
53
$2.28K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.17KNew |
$288K - $305K
|
7.17K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$1.04K - $1.1K
|
26
$1.12K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.58K- 20.6% |
$104K - $110K
|
9.96K
$428K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-2.18KClosed |
$87.6K - $92.6K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-32- 13.56% |
$1.29K - $1.36K
|
204
$8.77K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120New |
$4.82K - $5.1K
|
120
$5.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.33K+ 1.63% |
$134K - $141K
|
208K
$8.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.79K+ 10.47% |
$112K - $118K
|
29.4K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-475- 1.59% |
$19.1K - $20.2K
|
29.4K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.3K- 63.12% |
$413K - $437K
|
6.01K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
646New |
$26K - $27.4K
|
646
$27.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.99KNew |
$241K - $254K
|
5.99K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 35.29% |
$628K - $664K
|
59.9K
$2.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.05K- 10.92% |
$123K - $130K
|
24.9K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.93K+ 1.4% |
$77.5K - $81.9K
|
140K
$6.02M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-348- 72.96% |
$14K - $14.8K
|
129
$5.55K
|
|
| Q3 2023 | |||||||
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7.85KClosed |
$321K - $327K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47KNew |
$60.3K - $61.4K
|
1.47K
$63.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
39New |
$1.6K - $1.63K
|
39
$1.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
426New |
$17.4K - $17.8K
|
426
$18.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10KNew |
$409K - $417K
|
10K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
200+ 3.86% |
$8.18K - $8.34K
|
5.38K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-174- 66.67% |
$7.12K - $7.25K
|
87
$3.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-656- 9.94% |
$26.8K - $27.3K
|
5.95K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-57.1K- 77.1% |
$2.34M - $2.38M
|
17K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
112KNew |
$4.59M - $4.68M
|
112K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
288New |
$11.8K - $12K
|
288
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.75K- 16.02% |
$113K - $115K
|
14.4K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-5.74K- 35.1% |
$235K - $239K
|
10.6K
$456K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34.2K- 75.85% |
$1.4M - $1.43M
|
10.9K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
251+ 2.73% |
$10.3K - $10.5K
|
9.46K
$407K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.8KNew |
$648K - $660K
|
15.8K
$681K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
431New |
$17.6K - $18K
|
431
$18.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
547New |
$22.4K - $22.8K
|
547
$23.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
383+ 4.31% |
$15.7K - $16K
|
9.27K
$398K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 71.26% |
$7.61K - $7.75K
|
75
$3.22K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139+ 0.99% |
$5.69K - $5.79K
|
14.2K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
189KNew |
$7.73M - $7.87M
|
189K
$8.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.49K- 93.52% |
$60.8K - $61.9K
|
103
$4.43K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
57.7KNew |
$2.36M - $2.4M
|
57.7K
$2.48M
|
|